Investment Calculators

Payoll Deductions CalculatorUse this calculator to help you determine the impact of changing your payroll deductions. You can enter your current payroll information and deductions, and then compare them to your proposed deductions. Try changing your withholdings, filing status or retirement savings and let the payroll deduction calculator show you the impact on your take home pay.

Retirement Outlook Estimator: How Much to Save How much you save is the most important factor in building the kind of retirement fund you'll need to maintain your lifestyle to and through retirement. Use this calculator to quickly determine how much you may need to save to improve your "retirement outlook."

Point, Click & Save®This tool is designed to help you establish your retirement income goals and to help you plan how to try to get there. It will help you to make calculations that include other sources of income, including your spouse's income—if applicable, and other sources of retirement savings, so that you can get a complete picture of your retirement savings goal.

Loose ChangeTry this fun, easy-to-use calculator that illustrates how much the few dollars you spend here and there on coffee, magazines, etc., can add up by the time you retire. If you invest that "loose change" instead of spending it, this little extra can make a big difference by the time you retire!

It's Payday!Participating in your company-sponsored retirement plan allows you to enjoy the benefits of a tax-deferred savings. What does this mean in dollars and cents? With our It's Payday tool, you can compare how much money you will earn on investments made outside of your retirement savings with the money you have invested in your plan.

Saving UpIf you currently do not have any other source of retirement income and want to see if you're putting away enough money for retirement, this tool can help. Saving Up provides a snapshot of what your finances will look like at retirement and lets you know if you are on track to meeting your retirement needs.

The Compounding GameBuilding a nest egg? Want to see what it will look like by the time you retire? Using an average interest rate of 8% compounded annually, see how your nest egg may grow.

Traditional or Roth account?This calculator will help you to compare after-tax Roth contributions to those made to a traditional before-tax account.

This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

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